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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
MACOM Technology Solutions (MTSI), is a designer and manufacturer of high performance semiconductor products. The stock declined...
— Jack McPherson and Dave Adams
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Other investors who've written on MACOM Technology Solutions Holdings, Inc.
MACOM Technology Solutions is a designer and manufacturer of high-performance semiconductor products.
MACOM Technology Solutions is a designer and manufacturer of high-performance semiconductor products. The stock benefitted...
More institutional theses from Aristotle Small/Mid Cap Equity
Haemonetics designs and manufactures medical devices and consumable equipment dedicated to blood processing, plasma collection, and surgical suite hematology management. The manager is...
Huron Consulting Group provides specialized technology implementation, data analytics, and advisory services primarily to clients in healthcare, higher education, and commercial enterprises. The manager maintains...
Bentley Systems provides mission-critical engineering software and digital twin technology utilized by civil engineers and infrastructure owners worldwide to design, construct, and maintain large-scale physical assets. The fund initiated...